Tax Professional

2 days ago


Des Moines, Iowa, United States Vision Financial Group, LLC Full time

Vision Financial Group, LLC is seeking a skilled Tax Preparer to join their team.

The ideal candidate will have a strong attention to detail and excellent customer service skills, with a passion for tax work.

Responsibilities include:

Key Responsibilities
  • Prepare and accurately input tax data into software systems.
  • Review financial records and documents to ensure accuracy in tax filings.
  • Assist with tax planning estimates using tax planning software.
  • Communicate with clients and financial advisors regarding tax returns and planning documents.
  • Assist with quarterly filings.
Requirements
  • Associate or Bachelor's degree, or equivalent experience.
  • Experience with tax preparation desired.
  • Strong analytical and organizational skills.
  • Excellent customer service and communication skills.

Vision Financial Group, LLC is a dynamic and holistic financial services company in Des Moines, committed to providing exceptional service to their clients.


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